ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Invoca: Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist ClickUp AI Notetaker when generating meeting summaries that link to clickup project tasks matters most, and Invoca when contact centers analyzing and coaching agents to improve call close rates matters most. Run both through a week of actual calls to see which suits your workflow.
ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks.
Invoca is an AI conversation intelligence and call tracking platform that records, transcribes, and analyzes inbound phone calls to connect them to marketing and sales outcomes.
ClickUp AI Notetaker is a meeting assistant that is part of ClickUp's broader Brain AI suite, built for teams that run their projects, docs, and tasks inside ClickUp. The Notetaker captures meetings and produces a recording, a searchable transcript, and a smart summary so that participants can stay focused on the discussion rather than manual notetaking. For shorter or smaller meetings it can include a full video recording in the notes, while longer or larger calls retain a full audio recording, and it can transcribe across a wide range of languages. Its defining strength is that captured content connects directly to ClickUp's docs, tasks, and chat: the assistant generates overview summaries, bullet-point key takeaways, and a checklist of action items, and those action items can be converted into assigned tasks within the workspace. This keeps meeting outcomes tied to the same place where work is tracked and executed. ClickUp AI Notetaker is intended for product, operations, and cross-functional teams that want meeting documentation and follow-up tasks to live alongside their existing ClickUp workflows rather than in a separate tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Invoca is an enterprise conversation intelligence and call tracking platform built for marketing teams, contact centers, and revenue/engagement teams. Using dynamic number insertion, it attributes inbound phone calls back to the specific campaigns, keywords, and ad interactions that drove them, then layers AI-powered analysis on top of that attribution data. Calls are captured, recorded, and transcribed into searchable text, and Invoca's Signal AI suite analyzes the conversations to surface insights, detect outcomes, and score agent performance against custom KPIs. Its Signal AI Studio lets users build custom no-code AI models that detect the specific moments they care about, such as new leads or appointment confirmations. The platform also separates caller and agent sentiment, integrates with ad platforms, CRMs, and contact center software, and offers voice and SMS AI agents for engaging and routing leads. It is aimed at industries with high-value phone interactions, including automotive, insurance, healthcare, financial services, retail, telecom, and home services.
Best suited for
ClickUp AI Notetaker is a free tier with paid upgrades (freemium); Invoca is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | ClickUp AI Notetaker | Invoca |
|---|---|---|
| Core capability | Captures meeting recordings with searchable transcripts | Call tracking and marketing attribution via dynamic number insertion (DNI) |
| Standout feature | Smart summaries of each call with key takeaways | Call recording and AI-powered transcription into searchable text |
| Team usage | Action item checklists that convert into ClickUp tasks | Signal AI conversation analytics that analyzes calls to detect outcomes and surface insights |
| Integrations | Full video recording for shorter calls, audio for longer ones | Signal AI Studio for building custom no-code AI models trained on your own calls |
| Languages & capture | Transcription across many languages | Separate caller and agent sentiment analysis plus agent performance scoring |
| Best-fit workflow | Connects meeting content to ClickUp Docs, tasks, and chat | Integrations with ad platforms, CRMs, and contact center software |
ClickUp AI Notetaker
Choose ClickUp AI Notetaker if you need generating meeting summaries that link to clickup project tasks — strengths include tightly integrated with clickup docs and task management.
Invoca
Choose Invoca if you need marketing teams measuring which campaigns and keywords drive revenue-generating phone calls — strengths include combines marketing attribution with conversation intelligence in one platform, tying calls to revenue.
ClickUp AI Notetaker
Invoca
It depends on your workflow. ClickUp AI Notetaker is strong for generating meeting summaries that link to clickup project tasks, while Invoca is strong for marketing teams measuring which campaigns and keywords drive revenue-generating phone calls. Both transcribe and summarize meetings.
ClickUp AI Notetaker is a free tier with paid upgrades and Invoca is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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